Meeting agenda
A meeting agenda is a list of topics that you plan to cover or discuss during the meeting. You can create agenda items and motions to vote on, that will appear on the agenda. You create a meeting agenda once you've created the meeting.
A well-defined agenda helps you and the participants prepare for the meeting and guides you through the items you need to cover. You can include items, goals, actions, and motions and attach the documents that will form the board book.
The agenda is always present in the board book:
Create an agenda
You create an agenda once you've created the meeting.
You can either create a new agenda or copy it from one of the previous meetings. You can read more about this in the Replace or clear the agenda of a meeting article.
In the meeting you just created, select Send Invitations. The agenda is already populated for you but you can change it.
To add a new agenda item, select +.
Enter the agenda item and a description.
Click on the duration of your agenda item to change it.
Select Click to upload file to attach a file, or you can drag and drop a file onto the agenda.
Select Insert link to paste a link to a URL. (Select the cross to remove it.)
Select Add motion if there is an item you want the board or committee to vote on in the meeting. (You can add as many motions as you like). Find out how to manage meeting votes.
To make an agenda item a sub-item, select the arrow icon. Select again to make it a main item.
To change the order of agenda items, use the drag handle to move the item to the correct location.
Once you are satisfied with your agenda and board book- you can download them before you even publish them. This may be useful in cases where you wish to share them to one or two people before publishing them to everyone.
Select Publish agenda if you have finished creating the agenda and setting up the meeting
In the pop-up window, select which meeting participants you want to notify that the agenda and board book have been published and click Notify participants. Click Don't Notify if you do not want to notify anyone that they have been published.
Edit an agenda
You can edit the agenda of a meeting at any time before the meeting starts. When you publish your changes, you can choose whether to notify selected or all participants.
Open the meeting that contains the agenda you want to edit.
Press one of the Edit options, either the pen icon or from the context menu in the top right corner.
To add a new agenda item, select + and enter the item title.
Additionally you may also:
Add a Presenter and Description
Click to Add document or you can drag and drop a file onto the agenda.
Select Insert link to paste a link to a URL. (Select the cross to remove it).
Select Add motion if there is an item you want the board or committee to vote on in the meeting. (You can add as many motions as you like).
To make an agenda item a sub-item, select the arrow icon. Select again to make it a main item.
To change the order of agenda items, use the drag handle to move the item to the correct location.
Select Publish agenda in the top right of your screen.
Select who you want to notify and optionally leave a note.
Downloading agenda attachments (edit mode)
You can download documentation from the agenda providing you’re in edit mode.
Who: Users with edit rights on the meeting
How: Click the three dots to put the Agenda in edit mode
What: Then the Download icon appears next to each agenda document. Press this and your download will start.